Katie Weibel

SILVER GROVE ADVISORY SERVICES

Williamsville, NY 14221

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CRD#: 5034755

Professional summary

Katie Weibel, CFP®, who also goes by Katie Jean Macdonell, Katie Macdonell, Katie Jean Weibel, is a registered financial advisor currently at SILVER GROVE ADVISORY SERVICES located in Williamsville, New York and LPL FINANCIAL LLC located in Williamsville, New York.

Katie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Katie has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katie Jean Macdonell | Katie Macdonell | Katie Jean Weibel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Weibel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

July 22, 2021 - Present

SILVER GROVE ADVISORY SERVICES

Office #1: 8469 Sheridan Drive, Williamsville, NY 14221

RIA

CRD#: 287512

Williamsville, NY

Current

October 8, 2015 - Present

LPL FINANCIAL LLC

Office #1: 8469 Sheridan Drive, Williamsville, NY 14221Office #2: 400 Sterling Drive, Orchard Park, NY 14127

RIA

CRD#: 6413

Williamsville, NY

Past

October 22, 2015 - August 31, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

AMHERST, NY

Past

January 25, 2012 - October 15, 2015

M&T SECURITIES, INC.

RIA

CRD#: 17358

BUFFALO, NY

Past

January 23, 2012 - October 15, 2015

M&T SECURITIES, INC.

CRD#: 17358

BUFFALO, NY

Past

November 1, 2006 - May 7, 2010

M&T SECURITIES, INC.

RIA

CRD#: 17358

SALISBURY, MD

Past

September 28, 2005 - May 7, 2010

M&T SECURITIES, INC.

CRD#: 17358

SALISBURY, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SILVER GROVE ADVISORY SERVICES

SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES

CRD#: 287512 / SEC#: 801-110045

RIA

Registered Investment Advisory firm - (3/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(7/16/2025)

Florida
(10/27/2015)

Maryland
(10/27/2015)

New Jersey
(10/8/2015)

New York
(10/8/2015)

IAR

New York
(7/22/2021)

North Carolina
(11/5/2025)

Ohio
(11/3/2016)

Pennsylvania
(9/8/2020)

South Carolina
(2/17/2026)

Texas
(2/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/31/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/27/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SILVER GROVE ADVISORY SERVICES

SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES

CRD#: 287512 / SEC#: 801-110045

RIA

Registered Investment Advisory firm - (3/9/2017 Approved)

PREMIUM

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Contact information

Main Address

400 Sterling Drive, Orchard Park, NY 14127

Mailing Address

Phone number

(716) 800-4291

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SILVER GROVE FORM ADV PART 2A (3/20/2025)

SILVER GROVE FORM ADV WRAP FEE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	2,582
AUM (Assets Under Management)	$ 326,596,386

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Katie Weibel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Weibel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER GROVE ADVISORY SERVICES

LPL FINANCIAL LLC

LPL FINANCIAL LLC

M&T SECURITIES, INC.

M&T SECURITIES, INC.

M&T SECURITIES, INC.

M&T SECURITIES, INC.

Primary Firm SEC Registration

SILVER GROVE ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 10/31/2006

Series 63

Date: 11/8/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/1/2006

Series 6

Date: 9/27/2005

FINRA

Current Firm

SILVER GROVE ADVISORY SERVICES

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVER GROVE ADVISORY SERVICES

TRUST BUT VERIFY

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